FIRIX vs. IVRSX
Compare and contrast key facts about Fidelity Advisor International Real Estate Fund Class I (FIRIX) and VY CBRE Real Estate Portfolio (IVRSX).
FIRIX is managed by Fidelity. It was launched on Apr 4, 2007. IVRSX is managed by Voya. It was launched on Jan 24, 1989.
Performance
FIRIX vs. IVRSX - Performance Comparison
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FIRIX vs. IVRSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIRIX Fidelity Advisor International Real Estate Fund Class I | -5.03% | 22.73% | -9.43% | 4.07% | -26.55% | 11.87% | 5.82% | 28.09% | -6.12% | 26.95% |
IVRSX VY CBRE Real Estate Portfolio | 3.08% | -0.01% | 4.32% | 14.11% | -27.22% | 51.91% | -6.66% | 28.15% | -10.29% | 5.20% |
Returns By Period
In the year-to-date period, FIRIX achieves a -5.03% return, which is significantly lower than IVRSX's 3.08% return. Over the past 10 years, FIRIX has underperformed IVRSX with an annualized return of 3.64%, while IVRSX has yielded a comparatively higher 4.28% annualized return.
FIRIX
- 1D
- 0.20%
- 1M
- -13.64%
- YTD
- -5.03%
- 6M
- -2.99%
- 1Y
- 12.98%
- 3Y*
- 3.22%
- 5Y*
- -2.20%
- 10Y*
- 3.64%
IVRSX
- 1D
- 0.25%
- 1M
- -7.06%
- YTD
- 3.08%
- 6M
- 1.83%
- 1Y
- 3.14%
- 3Y*
- 5.79%
- 5Y*
- 4.24%
- 10Y*
- 4.28%
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FIRIX vs. IVRSX - Expense Ratio Comparison
FIRIX has a 0.92% expense ratio, which is lower than IVRSX's 0.93% expense ratio.
Return for Risk
FIRIX vs. IVRSX — Risk / Return Rank
FIRIX
IVRSX
FIRIX vs. IVRSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Real Estate Fund Class I (FIRIX) and VY CBRE Real Estate Portfolio (IVRSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FIRIX | IVRSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.29 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.35 | 0.53 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.07 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | -0.01 | +0.90 |
Martin ratioReturn relative to average drawdown | 3.90 | -0.02 | +3.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIRIX | IVRSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.29 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.22 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.20 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.34 | -0.22 |
Correlation
The correlation between FIRIX and IVRSX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FIRIX vs. IVRSX - Dividend Comparison
FIRIX's dividend yield for the trailing twelve months is around 3.15%, less than IVRSX's 4.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIRIX Fidelity Advisor International Real Estate Fund Class I | 3.15% | 2.99% | 5.16% | 1.90% | 4.41% | 5.49% | 1.84% | 5.15% | 2.10% | 3.41% | 4.27% | 3.09% |
IVRSX VY CBRE Real Estate Portfolio | 4.77% | 2.74% | 2.50% | 8.77% | 26.34% | 1.46% | 13.92% | 2.44% | 11.42% | 2.07% | 1.57% | 1.31% |
Drawdowns
FIRIX vs. IVRSX - Drawdown Comparison
The maximum FIRIX drawdown since its inception was -71.41%, roughly equal to the maximum IVRSX drawdown of -73.77%. Use the drawdown chart below to compare losses from any high point for FIRIX and IVRSX.
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Drawdown Indicators
| FIRIX | IVRSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.41% | -73.77% | +2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -12.85% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -34.51% | -2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -37.07% | -45.19% | +8.12% |
Current DrawdownCurrent decline from peak | -21.56% | -10.69% | -10.87% |
Average DrawdownAverage peak-to-trough decline | -20.00% | -11.97% | -8.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 4.70% | -1.53% |
Volatility
FIRIX vs. IVRSX - Volatility Comparison
Fidelity Advisor International Real Estate Fund Class I (FIRIX) has a higher volatility of 5.19% compared to VY CBRE Real Estate Portfolio (IVRSX) at 4.23%. This indicates that FIRIX's price experiences larger fluctuations and is considered to be riskier than IVRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIRIX | IVRSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 4.23% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.70% | 9.13% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.91% | 17.98% | -5.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.55% | 19.65% | -6.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.67% | 21.53% | -7.86% |